E434: Warren Gibbon on How AI is Changing the Private Markets

2026-09-25 · 61 min · episode 434 · 6 entities

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→ hosted by David Weisburd person

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Feed author/publisher: David Weisburd
→ discusses Business company

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Feed category: Business
→ discusses Investing concept

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Feed category: Investing

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persons 2

mentioned David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd
hosted by David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd

companys 2

mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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evidence rules-v5
Feed category: Business

concepts 2

mentioned Investing concept

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evidence rules-v5
Feed category: Investing
discusses Investing concept

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evidence rules-v5
Feed category: Investing

Episode description as stored

Are private markets still positioned to outperform public markets? Warren Gibbon is a Multi-Family Office Chief Investment Officer with deep experience across asset allocation, equity research, and portfolio management. We discuss why investors may need to re-underwrite their assumptions about private markets, how higher rates and growing competition have changed private equity, and why public-market earnings growth may be underappreciated. Warren also explains why he is more constructive on venture, what he looks for in emerging managers, the risks created by passive investing, and how he would deploy $100 million of fresh capital today.